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If you need to carry out another task with the letter, such as to save it to AgencyCloud as a Word and/or PDF document, see this guide: Create & save a letter

1. Create letter and email

Tip
For more information on creating and saving letters, click here: Create & save a letter

In AgencyCloud, create the letter as usual

From letter in Word:

Click Save (in Word)
The screen will switch back to the Letter Generator in AgencyCloud and will display document options (shown below)
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Select E-mail PDF - a
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2. Prepare email to send

The process to follow depends on which version of AgencyCloud you are running

a. From AgencyCloud 12.167+

b. From AgencyCloud 12.166 and below

c. When the email had been sent with the PDF attached

Tip

23. Email option from letters screen

When a letter has been saved to the Letters screen (or any Documents screen):

Tip
For information on saving letters, see this guide: Create & save a letter

Note
If you encounter any difficulties creating PDFs, you may need to install the PDF Creator application For more information, click here: Installing PDF creator

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When creating a letter in AgencyCloud it can be converted to PDF and emailed

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